Planhat

Planhat

About TrustRadius ScoringScore 8.9 out of 100
Planhat

Overview

Recent Reviews

A great tool

8 out of 10
August 22, 2021
Planhat is being used by the Customer Success Manager team to calculate for customer health, track customer communications (via Planhat …
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A must have for CS!

10 out of 10
May 15, 2020
Planhat is a must have for a customer success org. It is easy to use, fast to implement. The customer 360 view is incredibly insightful. …
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Verified User
Director

Very flexible CS platform!

10 out of 10
April 29, 2020
Planhat is used in our customer success, account managment, and business ops teams. Planhat is not only our CS tool but our source of …
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Verified User
Professional

Popular Features

View all 16 features

Product usage (10)

8.9
89%

Customer profiles (10)

8.9
89%

Role-based user permissions (10)

8.9
89%

Automated workflow (10)

8.4
84%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

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Pricing

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Planhat

Planhat

N/A
Unavailable

What is Planhat?

Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Would you like us to let the vendor know that you want pricing?

4 people want pricing too

Alternatives Pricing

Totango

Totango

Free

What is Totango?

Totango is a customer success platform that is designed to help recurring revenue businesses simplify the complexities of customer success by connecting the dots of customer data, actively monitoring customer health changes, and driving proactive engagements. According to the vendor, Totango is also…

Gainsight Customer Cloud

Gainsight Customer Cloud

$2,500
Per Company Per Month

What is Gainsight Customer Cloud?

Gainsight’s customer-centric technology aims to drive the future of customer success. The company’s Customer Cloud offers a set of solutions focused on customer success, product experience, revenue optimization, customer experience, and customer data, that together are designed to enable businesses…

Features Scorecard

Security

8.9
89%

Platform & Infrastructure

9.1
91%

Customer Data Extraction / Integration

8.8
88%

Customer Success Management

9.0
90%

CSM Reporting & Analytics

8.9
89%

Product Details

What is Planhat?

Planhat is a Customer Success Platform built to make Customer Success simple.

The vendor describes Planhat as beautiful and easy to use, and states that it helps users reduce churn, upsell more, drive user engagement and maximize the lifetime value of customers.

Planhat is built for everyone from the CS rep to the C-Suite, with the functionality and features expected of a modern Customer Success Platform - but the vendor states its difference is in its design, usability and speed to implement.

Planhat Features

Customer Data Extraction / Integration Features

  • Supported: Product usage
  • Supported: Help desk / support tickets
  • Supported: Online customer community
  • Supported: Marketing emails

Customer Success Management Features

  • Supported: NPS surveys
  • Supported: Sponsor tracking
  • Supported: Customer profiles
  • Supported: Automated workflow
  • Supported: Internal collaboration
  • Supported: Customer health scoring
  • Supported: Customer segmentation

CSM Reporting & Analytics Features

  • Supported: Customer health trends
  • Supported: Engagement analytics
  • Supported: Revenue forecasting
  • Supported: Dashboards
  • Supported: Customer lifetime value
  • Supported: Churn rate

Security Features

  • Supported: Role-based user permissions

Platform & Infrastructure Features

  • Supported: API
  • Supported: Integration with Salesforce.com

Planhat Screenshots

Identify outliers in a portfolio and quickly understand risks and opportunities.See your clients through any filter and show only the information that matters to you.

Planhat Competitors

Planhat Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Comparisons

View all alternatives

Frequently Asked Questions

What is Planhat?

Planhat, headquartered in Stockholm, offers their modular suite of applications to subscription based businesses, providing customer success product usage health alerts and guidance, as well as revenue management for tracking subscriptions and business health.

What is Planhat's best feature?

Reviewers rate Customer segmentation highest, with a score of 9.8.

Who uses Planhat?

The most common users of Planhat are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.

Reviews and Ratings

 (17)

Ratings

Usability (4)

9.2
92%

Support Rating (4)

9.7
97%

Reviews

(1-10 of 10)
Popular Filters
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August 30, 2021

Very good and cost-effective CS Platform

Matthew Wheeler | TrustRadius Reviewer
Matthew Wheeler
Customer Success Manager
Pexip (Telecommunications, 201-500 employees)
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Planhat is very cost-effective compared to its competitors and offers a similar level of functionality. So if you are looking for a CS platform that will give your CSM's all the data they need to manage their portfolio, then Planhat will do the job very well. I was part of the team that was tasked with selecting a CS platform for Pexip, and the combination of cost and performance made Planhat a clear winner against the other two products we were evaluating.

I still use Salesforce on a daily basis because that's the platform we use to generate quotes. It would be nice if I only had one platform to perform all of my CS tasks in. I'm not sure if that's a criticism of Planhat or not, as I don't know if it has a quoting module that we haven't implemented, or whether that function simply isn't available.
August 22, 2021

A great tool

Erin Gracyalny | TrustRadius Reviewer
Erin Gracyalny
Customer Success Manager
Nitro (Information Technology & Services, 201-500 employees)
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

I think this is a great solution that I had not heard of prior to joining Nitro. Coming from an organization that used Totango before this, I liked that Planhat was similar and easy to use. I did enjoy that I could send emails and choose from templates directly in Planhat, so I was able to save a lot of time for myself by staying within one product.
July 02, 2021

Gives you insights, manages workflows, drives customer experience

Verified User
Executive in Sales
Marketing & Advertising Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Planhat is well suited for management and executive teams globally, beyond customer success, as it is a powerful platform that enables top-level management to drive change and understand performance. We can easily know who on the CS team is managing large portfolios, who has good health scores.
June 23, 2021

Amazing CS tool--intuitive platform, excellent support

NB
Nicole Brennan
Customer Success Manager
OnBrand (Marketing & Advertising, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Planhat is suitable for all customer success teams. They don't charge per user, so everyone in an organization can have access. This is really beneficial to get your business aligned. Usage data, health scores, and playbooks are instrumental in helping scale business operations. Planhat has features that appeal both to top-level management and to customer success teams.
May 15, 2020

A must have for CS!

Verified User
Director in Sales
Online Media Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

As a Director, Planhat is awesome for pipe reviews. Understanding the client lifecycle, where the clients sit, their health score, engagement, conversations, CSM rating, the 360 views. It's helpful to then task an account manager or a growth executive or myself with actions, and make sure they are followed up with.